Square is one of the cleanest exports we work with. About 10 minutes of clicking through the Dashboard gets us everything we need — and we usually have your menu rebuilt inside Shareabill within 2–4 business days.
Two main exports. Square bundles a lot of data into the Item Library file, which makes this the fastest migration we offer.
Open squareup.com/dashboard in any browser. Use the account owner's login — staff accounts with limited permissions can't run library exports.
From the left sidebar, navigate to:
Click the Actions button at the top right, then Export Library. You'll see a choice between Excel (.xlsx) and CSV.
Choose All items when prompted, then click Export. The file downloads automatically.
Navigate to:
Click Export customers. Square generates a CSV with names, emails, phone numbers, and basic visit history.
If you want Shareabill's analytics dashboard populated from day one:
Set the date range to the last 6–12 months and click Export. Choose CSV format. Skip this step if you'd rather start fresh.
After you submit the onboarding form, we email you a unique upload link. Drop your Excel file and CSVs in — they're encrypted in transit and at rest, and only your assigned migration specialist sees them.
You don't need to rename or organize the files. Just drop them in.
Within 2–4 business days, you receive a side-by-side preview: your Square Item Library on one side, the rebuilt Shareabill menu on the other. Flag anything that looks wrong — wrong category, missing modifier, price mismatch — and we fix it.
When you click approve, your QR codes activate.
Slightly. The Square for Restaurants Menu builder is separate from the Item Library. To export your menu specifically, create a category in your Item Library called "Menu," tag your dishes to it, then filter by that category before clicking Actions → Export library → Items matching applied filters.
Classic Excel issue. Don't open the CSV directly — instead, in Excel use File → Import, choose CSV, and mark the SKU column as "Text" before clicking finish. Or just send us the .xlsx file (recommended) instead of CSV — Excel format preserves SKU formatting natively.
If you have Square Loyalty enabled, the Customer Directory export includes loyalty point balances. We'll migrate those into Shareabill's rewards system and reach out if any guest's tier needs manual confirmation.
Yes. Most restaurants run both for a week or two during the transition. Square keeps processing in-person card payments; Shareabill takes over QR ordering and bill-splitting on the day you go live. Cut over fully whenever you're ready.
Submit your onboarding form and a migration specialist will reach out within 24 hours to schedule a 30-minute walkthrough — or just send the files and we'll take it from there.